Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Robert Garris is a financial advisor with over 15 years of experience in the financial services industry. Kenneth has a strong background in providing investment advice, financial planning, and insurance services. Kenneth works with Credit Union Investment Services and is also a Registered Representative. He holds licenses for Series 6, 7, 24, and 63. He is also a Certified Financial Planner. Kenneth has extensive experience serving clients in the state of North Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NC
09/27/2007 - Present
Credit Union Investment Services (WILMINGTON NC)
BC
Issued 05/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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